🔹 Maximizing Tax Efficiency Through Strategic Plan Design
Explore how recent updates under SECURE Act 2.0 create new opportunities to optimize retirement plans for business owners. We’ll illustrate how advanced plan structures — including cash balance, dual-plan strategies, and expanded deferral options — can significantly increase tax savings and retirement contributions.

🔹 Understanding & Mitigating Fiduciary Liability
Clarify fiduciary roles under ERISA, including distinctions between 3(21) and 3(38) fiduciaries. We’ll outline how to delegate fiduciary responsibilities, avoid common pitfalls, and implement oversight structures to reduce risk and stay compliant — protecting both the plan sponsor and participants.

🔹 Integrating Business and Personal Wealth Strategies
Go beyond the plan with a coordinated approach that aligns your company’s retirement benefits with the personal financial goals of ownership and key employees. From executive carve-outs to tax-efficient income planning, we help bridge in-plan and out-of-plan strategies for long-term holistic growth.

• Start Time: 4:30pm
• Partners Involved: Empower, Voya, Prevail

Event Details:

📍 Event Location:
9th floor club 100 North Broadway, Suite 900 | Wichita, KS 67202
https://ninthfloorwichita.com/

📅 Date: June 12, 2025

🕕 Time: 4:30 – 6:30 pm

🔗 RSVP Now using the link in the description!

Seats are limited—reserve yours today and take the next step in your financial future.